Outsourced CFO for Medical Spa Owners

Why this exists

Your books tell you what you made. They don't tell you what you earned.

Three gaps bookkeepers leave open in every med spa P&L.

Allergan invoices in your email

Vendor invoices sit in your inbox. They never touch the P&L at the treatment level. Your neurotoxin gross margin reads 80% in QuickBooks. The real number is closer to 60.

Device lease buried in rent

The Morpheus8, CoolSculpting, or HALO payment lives in a single generic expense line. You can't see which device is covering its lease and which one is quietly losing money.

Package revenue booked too early

Prepaid packages and memberships are recognized at collection. Your Q1 looks strong. Your Q2 looks soft. Both numbers are wrong until deferred revenue is separated from earned revenue.

The service

What you get every week.

Delivered every Monday by noon. One location per subscription. Built on your existing QuickBooks Online or Xero file.

01

Weekly P&L by service line

Neurotoxins, fillers, laser, body, facials, and retail split out. Margin by category, not a single lump number.

02

Injectable COGS reconciliation

Allergan, Galderma, Merz, Evolus, and Revance invoices matched to treatment volume from Zenoti or AestheticsPro.

03

Device ROI tracking

Break-even utilization, cost per treatment, and a negative-equity flag for every financed device.

04

Provider profitability

Revenue per injector against the fully loaded cost of that provider, including consumables and room time.

05

Deferred revenue separation

Packages, memberships, and gift cards separated from earned revenue. Your P&L reflects services delivered, not cash collected.

06

MSO/PC two-entity handling

Management company and professional corporation each get their own books. Intercompany fees and consolidated reporting included.

07

Live dashboard

Labor percentage, device break-even, injectable margin, and cash position. Updated weekly at spaledger.co/dashboard.

08

Monthly owner snapshot

Month-over-month movement in revenue, margins, and costs. What improved, what compressed, and one specific number worth your attention in the next 30 days.

09

Marketing spend & acquisition cost

Ad spend reconciled against new patient revenue. Google, Meta, Allergan promotions, and loyalty program costs mapped to the appointments they generated. Cost per acquired patient, by channel.

10

Inventory & product cost tracking

Injectable and retail inventory reconciled against treatment volume. Reorder thresholds flagged before you run short. Product-level margin recalculated after waste and any vendor pricing changes.

Why Spa Ledger

Why your bookkeeper or QuickBooks can't do this.

Your bookkeeper reconciles for taxes. We reconcile for margins. AI categorizes transactions and matches your Allergan invoices to treatment volume every night. A human reviews every number before your Monday P&L goes out.

	DIY QuickBooks	Generic Bookkeeper	Med Spa Bookkeeper ($795+/mo)	Spa Ledger ($499–599/mo)
Frequency	When you log in	Monthly	Monthly	Daily dashboard + weekly P&L
AI categorization + human review	No	No	No	Yes, every night
Injectable COGS tracked	No	No	Not standard	Yes, every week
Device break-even	No	No	No	Yes
Service-line P&L	No	No	No	Yes
Deferred revenue handled	No	No	Sometimes	Yes, from day one
Sales tax by service type	No	No	No	Yes

Simple Pricing

One plan. Two ways to pay.

Same weekly P&L either way. Annual saves $1,200 a year.

Monthly

$599/month

Month-to-month. No onboarding fee. 30-day satisfaction guarantee. Cancel anytime.

Weekly CFO dashboard
Weekly P&L by service line
Injectable COGS reconciliation (Allergan, Galderma, Merz, Evolus, Revance)
Device break-even per lease
Deferred package revenue tracking
Labor percentage tracked daily
Provider productivity tracking
Marketing spend vs. acquisition cost by channel
Inventory & product cost tracking
Direct CFO access, one business day response

Get Started

Discounted Annual

Annual

$499/month

Billed $5,988 annually. Rate locked before pricing changes.

Everything in Monthly, plus:
Quarterly strategy call (30 minutes)
Same-day injectable invoice reconciliation on request
Priority response: four business hours
Rate locked 12 months

Lock Discounted Annual Rate

No onboarding fee. Full refund if you are not satisfied after your first P&L.

Have questions? Book a 15-minute call

A bookkeeper closes your books monthly and categorizes transactions. Spa Ledger produces a weekly P&L by service line, reconciles Allergan and Galderma invoices to actual treatment volume, tracks device break-even, and separates deferred package revenue. The bookkeeper gives you a backward-looking close. Spa Ledger gives you the CFO layer.

No. Spa Ledger works inside your existing QuickBooks Online or Xero file. We add accountant access, build out the chart of accounts for med spa economics, and reconcile your POS (Zenoti, AestheticsPro, Mindbody, Boulevard) to your P&L. Your staff workflow does not change.

48 hours on our end once you grant accountant access to QBO or Xero. Your first weekly P&L lands within 7 to 10 days. Nothing changes on your side during onboarding. We pull historicals, set up the chart of accounts, and reconcile before the first delivery.

Yes. The management services organization and professional corporation each get their own books and their own P&L. Intercompany fees, profit splits, and consolidated reporting are part of the standard scope. If your structure is non-standard, we confirm scope before onboarding.

Weekly P&L by service line, injectable COGS reconciliation against vendor invoices, device ROI tracking per financed device, deferred revenue separation, provider profitability, a live weekly dashboard, a monthly owner snapshot report, marketing spend reconciled against acquisition cost by channel, and inventory tracked against treatment volume. One location per subscription. Additional locations are $599/month each.

Month to month. No cancellation fee. Annual prepay clients get a prorated refund of unused months.

Outsourced CFO for medical spa owners.